HolderBook

Filings that were withdrawn and replaced

A restatement is a manager going back and replacing a 13F in full: the first version is withdrawn and a second takes its place. Every other site shows only the surviving version, so a position that was reported and then removed never existed as far as their readers know. Both are public, and the difference between them is simply a subtraction.

Ranked by how much of the filing changed, not by dollars - a manager moving 1% of a trillion is a rounding error, while a small firm moving a third of its book is not. Only revisions of at least 2% and $10.0M are listed; most restatements are ordinary housekeeping. Stood is how long the withdrawn version was the public record.

Replaced onManagerQuarter StoodWasBecame Changed by
2025-01-10NOMURA ASSET MANAGEMENT CO LTDQ4 2021781 daysnot comparablenot comparable4,679,822%
2024-02-16FACT Capital, LPQ4 20232 days$6.6K$249.6M3,788,654%
2024-02-16Global Assets Advisory, LLCQ4 202322 days$3.0K$77.1M2,538,861%
2019-08-12DIMENSIONAL FUND ADVISORS LPQ1 201919 daysnot comparablenot comparable1,982,086%
2025-01-10NOMURA ASSET MANAGEMENT CO LTDQ3 2021781 daysnot comparablenot comparable1,372,504%
2025-01-10NOMURA ASSET MANAGEMENT CO LTDQ2 2021781 daysnot comparablenot comparable1,302,349%
2025-01-10NOMURA ASSET MANAGEMENT CO LTDQ1 2021781 daysnot comparablenot comparable1,287,139%
2026-02-09Mann Financial Group, Inc.Q4 20253 days$8.2K$103.4M1,267,468%
2025-01-10NOMURA ASSET MANAGEMENT CO LTDQ4 2020780 daysnot comparablenot comparable1,266,052%
2024-11-14NEUBERGER BERMAN GROUP LLCQ4 2023274 days$14.7M$114.7B779,742%
2023-01-23XR Securities LLCQ4 202220 daysnot comparablenot comparable720,553%
2024-02-07CARY STREET PARTNERS INVESTMENT ADVISORY LLCQ4 20232 days$360.7K$2.1B582,416%
2025-05-30Modern Wealth Management, LLCQ3 20241 days$301.8K$1.6B540,589%
2020-11-13NEW YORK STATE TEACHERS RETIREMENT SYSTEMQ3 20207 daysnot comparablenot comparable291,535%
2024-09-17UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COQ2 202419 days$264.7K$513.0M193,691%
2026-05-08Shengqi Capital (Hong Kong) LtdQ1 20262 days$40.9K$67.6M165,215%
2025-05-15Goodman Advisory Group, LLCQ1 202520 days$249.5K$328.0M131,356%
2024-09-11BARDIN HILL MANAGEMENT PARTNERS LPQ2 202429 days$189.4K$246.2M129,868%
2023-02-15TRIAN FUND MANAGEMENT, L.P.Q4 20221 daysnot comparablenot comparable125,783%
2023-02-15RMR Wealth BuildersQ4 202213 daysnot comparablenot comparable118,790%
2024-08-08Vitol Holding B.V.Q1 202486 days$10.1K$11.9M117,577%
2024-11-14WATER ISLAND CAPITAL LLCQ2 2023458 days$1.1M$1.2B109,080%
2023-01-24Mascoma Wealth Management LLCQ4 20224 daysnot comparablenot comparable109,013%
2024-11-14WATER ISLAND CAPITAL LLCQ1 2024183 days$883.7K$961.8M108,741%
2023-02-09SS&H Financial Advisors, Inc.Q4 20227 daysnot comparablenot comparable108,404%
2023-05-08Private Wealth Strategies, L.L.C.Q4 202284 daysnot comparablenot comparable105,991%
2024-11-14WATER ISLAND CAPITAL LLCQ4 2022639 daysnot comparablenot comparable105,103%
2023-05-24Marathon Trading Investment Management LLCQ4 202299 daysnot comparablenot comparable104,842%
2024-11-14WATER ISLAND CAPITAL LLCQ2 202491 days$943.0K$986.6M104,528%
2021-04-28Crestone Asset Management LLCQ1 20211 daysnot comparablenot comparable104,472%
2024-11-14WATER ISLAND CAPITAL LLCQ4 2023275 days$976.3K$1.0B103,697%
2023-09-20Mondrian Investment Partners LTDQ2 202341 days$4.8M$5.0B103,456%
2024-09-10Troy Asset Management LtdQ4 2022599 daysnot comparablenot comparable103,015%
2024-11-14WATER ISLAND CAPITAL LLCQ1 2023539 days$1.2M$1.3B102,729%
2023-02-21Triasima Portfolio Management inc.Q4 202212 daysnot comparablenot comparable102,319%
2025-08-13StoneX Group Inc.Q4 2022915 daysnot comparablenot comparable101,965%
2025-08-13StoneX Group Inc.Q3 2023637 days$728.4K$743.3M101,949%
2023-03-31METROPOLITAN LIFE INSURANCE CO/NYQ1 2021686 daysnot comparablenot comparable101,712%
2025-08-13StoneX Group Inc.Q2 2024371 days$1.0M$1.0B101,700%
2024-11-14WATER ISLAND CAPITAL LLCQ3 2023366 days$1.1M$1.1B101,576%
2025-08-13StoneX Group Inc.Q2 2023730 days$775.3K$786.4M101,330%
2025-08-13StoneX Group Inc.Q1 2023825 days$736.5K$747.0M101,323%
2025-08-13StoneX Group Inc.Q3 2024274 days$1.1M$1.2B101,316%
2023-02-10ABEILLE ASSET MANAGEMENT SAQ4 202221 daysnot comparablenot comparable101,159%
2021-05-06AdvicePeriod, LLCQ1 202117 daysnot comparablenot comparable101,069%
2025-08-13StoneX Group Inc.Q4 2024182 days$1.5M$1.6B101,045%
2025-08-13StoneX Group Inc.Q1 2024469 days$914.9K$922.3M100,707%
2024-08-02Maple-Brown Abbott LtdQ4 2023184 days$973.2K$979.7M100,565%
2025-08-13StoneX Group Inc.Q4 2023548 days$814.8K$819.0M100,411%
2022-08-18Poplar Forest Capital LLCQ2 202216 daysnot comparablenot comparable100,384%
2019-07-17INTL FCSTONE INC.Q2 20195 daysnot comparablenot comparable100,350%
2023-06-09BAR HARBOR WEALTH MANAGEMENTQ4 2022141 daysnot comparablenot comparable100,119%
2024-06-25TRANSATLANTIQUE PRIVATE WEALTH LLCQ2 2023320 days$191.3K$191.7M100,116%
2023-07-27WASHINGTON TRUST CoQ4 2022169 daysnot comparablenot comparable100,064%
2023-08-01Winthrop Advisory Group LLCQ1 2023106 days$566.2K$566.6M99,982%
2025-08-28Tolleson Wealth Management, Inc.Q1 2025105 days$518.2K$518.6M99,972%
2024-08-02Maple-Brown Abbott LtdQ1 2024105 days$974.0K$974.7M99,970%
2020-02-05Candriam Luxembourg S.C.A.Q4 201915 daysnot comparablenot comparable99,965%
2025-02-11Brown Miller Wealth Management, LLCQ4 2022761 daysnot comparablenot comparable99,939%
2025-02-11Brown Miller Wealth Management, LLCQ2 2023574 days$185.2K$185.3M99,933%
2023-04-18Gibson Capital, LLCQ1 20234 days$380.0K$380.2M99,933%
2025-02-11Brown Miller Wealth Management, LLCQ3 2023483 days$179.0K$179.1M99,933%
2023-04-21Oaktree Fund Advisors, LLCQ4 202266 daysnot comparablenot comparable99,932%
2025-02-11Brown Miller Wealth Management, LLCQ1 2024300 days$226.8K$226.8M99,929%
2024-08-28RiverFront Investment Group, LLCQ2 202423 days$3.7M$3.7B99,927%
2023-02-03Segantii Capital Management LtdQ4 20223 daysnot comparablenot comparable99,927%
2025-02-11Brown Miller Wealth Management, LLCQ2 2024214 days$240.7K$240.8M99,924%
2025-02-11Brown Miller Wealth Management, LLCQ3 2024124 days$257.2K$257.3M99,923%
2023-05-16Defender Capital, LLC.Q4 2022124 daysnot comparablenot comparable99,922%
2024-08-28RiverFront Investment Group, LLCQ2 2023393 days$3.1M$3.1B99,918%
2023-01-27EXCHANGE TRADED CONCEPTS, LLCQ4 20229 daysnot comparablenot comparable99,911%
2023-05-12Sustainable Growth Advisers, LPQ4 2022102 daysnot comparablenot comparable99,911%
2024-01-31CHECK CAPITAL MANAGEMENT INC/CAQ4 2022359 daysnot comparablenot comparable99,910%
2024-08-29Waldron Private Wealth LLCQ1 2023485 days$2.1M$2.1B99,910%
2024-08-29Waldron Private Wealth LLCQ4 2023212 days$2.1M$2.1B99,910%
2024-08-29Waldron Private Wealth LLCQ3 2023308 days$1.9M$1.9B99,910%
2024-01-31CHECK CAPITAL MANAGEMENT INC/CAQ2 2023174 days$2.5M$2.5B99,910%
2024-01-31CHECK CAPITAL MANAGEMENT INC/CAQ3 202389 days$2.6M$2.6B99,909%
2024-03-07INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGVQ4 2022406 daysnot comparablenot comparable99,909%
2024-08-29Waldron Private Wealth LLCQ2 2023388 days$2.0M$2.0B99,909%
2024-08-28RiverFront Investment Group, LLCQ4 2023205 days$3.2M$3.2B99,907%
2024-01-31Minerva Advisors LLCQ4 2022352 daysnot comparablenot comparable99,906%
2023-01-18JDM Financial Group LLCQ4 20227 daysnot comparablenot comparable99,905%
2023-01-19Pacifica Partners Inc.Q4 20227 daysnot comparablenot comparable99,905%
2025-02-11Brown Miller Wealth Management, LLCQ1 2023673 days$169.0K$169.0M99,905%
2023-02-14LOCKHEED MARTIN INVESTMENT MANAGEMENT COQ4 20226 daysnot comparablenot comparable99,905%
2024-05-22China Universal Asset Management Co., Ltd.Q3 2023204 days$345.0K$345.0M99,903%
2023-05-15Spartan Fund Management Inc.Q1 20236 days$214.8K$214.8M99,903%
2024-08-28RiverFront Investment Group, LLCQ3 2023295 days$2.8M$2.8B99,903%
2025-09-15AMIRAL GESTIONQ4 2024207 days$158.4K$158.4M99,903%
2024-02-06Van Leeuwen & Company, LLCQ3 202389 days$160.5K$160.5M99,903%
2023-02-02James Hambro & PartnersQ4 20228 daysnot comparablenot comparable99,903%
2024-05-28Garrison Asset Management, LLCQ4 2022476 daysnot comparablenot comparable99,902%
2023-02-15Murphy, Middleton, Hinkle & Parker, Inc.Q4 202229 daysnot comparablenot comparable99,902%
2023-10-02CEERA INVESTMENTS, LLCQ4 2022235 daysnot comparablenot comparable99,902%
2023-01-19RB Capital Management, LLCQ4 20228 daysnot comparablenot comparable99,902%
2026-01-08SENTINEL WEALTH MANAGEMENT, INC.Q2 2025147 days$106.4K$106.5M99,902%
2023-01-12Norway Savings BankQ4 20222 daysnot comparablenot comparable99,902%
2021-03-17Snow Phipps Group, LLCQ4 202033 daysnot comparablenot comparable99,902%
2023-10-24LYNCH & ASSOCIATES/INQ4 2022292 daysnot comparablenot comparable99,902%

Quarters before 2023 are shown as not comparable: filers reported in thousands until then, and comparing a filing from either side of that change would manufacture a thousandfold difference out of nothing.

This describes what was filed, not why. A restatement is usually a correction - a mis-keyed share count, a missing row - and nothing here asserts otherwise.